Duezy

Follow-Up Tone & Escalation Stage ✨ AI Recommended: Stage 3 (Firm Pause)

💡 AI Context: Stage 3 escalation for aged receivables. Protects your boundary by placing future deliverables on hold without burning client goodwill.

To:

Sarah Chen <billing@apexdigital.io>

From:

Alex Miller <alex@milleradvisory.com>

Subject:

🆓 Free Plan Active

$0 / month

Essential invoice tracking for individual independent consultants getting started.

✓ Up to 3 active invoices at a time

✓ 4 standard follow-up tones (Warm, Direct, Firm, Executive)

✓ Daily due-date notifications & email tracking

✕ No AI Chat & Voice Studio tab

✕ No Personalized AI Scripting (voice mimicking)

✕ No client conversational thread memory

✨ RECOMMENDED • FULL ACCESS

✨ Pro Tier Active

$24.99 / month

Complete autonomous AI billing suite for boutique agencies & high-ticket advisors. (Annual: $249.90/yr)

✓ Unlimited active invoices (No 3-invoice cap)

              ✓
              🎙️ 5th Tone: Personalized AI Script (Tone mimicking + client context)
            

              ✓
              🤖 AI Chat & Voice Studio Tab (Conversational commands & tone learning)
            

✓ 🧠 Custom Concept Learning ("100k" multiplier, client aliases)

✓ 👥 Conversational Context Intelligence (Studies client reply history)

✓ ⚡ Powered by Gemini 3.8 Flash

Core Privacy Principle: Duezy is a workflow productivity assistant for independent consultants and boutique agencies. We never sell personal data, we do not monetize invoice information, and we do not use your communications to train public AI/ML models.

1. Google API Services & Gmail Limited Use Policy

Duezy allows users to optionally connect their Google Account via OAuth 2.0 to dispatch follow-up emails directly from their own address (using scope https://www.googleapis.com/auth/gmail.send).

Limited Use Commitment: Duezy's use and transfer to any other app of information received from Google APIs adheres strictly to the Google API Services User Data Policy, including the Limited Use requirements. Specifically:

We only use Gmail API access to transmit user-approved reminder drafts.
We never transfer Google user data to third parties, data brokers, or advertising networks.
We never use Google user data to train, retrain, or fine-tune generalized AI or machine learning models.

2. Data Collection & Episodic AI Processing

We collect account identifiers (name, email, phone), client invoice metadata (client name, amount, due date), and your personalized remittance details. When you generate drafts, input is processed episodically via Gemini 3.8 Flash to construct tone-calibrated reminder scripts. No prompt data is retained by Google for model training.

3. Zero Card Storage & Stripe Tokenization

Duezy does not collect, process, or store raw credit card numbers or CVC security codes. All payment method entries are securely tokenized through Stripe Elements under Level 1 PCI-DSS compliance.

4. Your GDPR & CCPA Rights

You hold comprehensive rights over your personal and commercial data:

Right to Data Portability (GDPR Art. 20): Export your complete account, invoices, settings, and email history at any time as a clean JSON file via App Settings > Security.
Right to Erasure / Forgotten (GDPR Art. 17): Permanently delete your account, stored tokens, subscription status, and all invoices with 1-click in App Settings > Security.
Right to Revoke: Disconnect your Google OAuth account immediately at any time.

5. Data Retention & Security Standards

All communications are secured via TLS 1.3 encryption in transit. User workspaces are compartmentalized with isolated tenant storage. When an account is deleted, all records are instantly and permanently purged from server and client stores.

Summary: By using Duezy, you agree to these Terms. Duezy provides automated email drafting, invoice tracking, and follow-up tools. We are an administrative assistant software, not a debt collection agency or legal representative.

1. Subscription Plans & Fair Billing

Duezy offers two tier options:

Free Plan: Manage up to 3 active invoices simultaneously with basic follow-up templates and manual email review.
Pro Plan ($24.99/mo or $249.90/yr): Unlimited active invoices, 5-stage personalized AI scripts, AI Chat & Voice Studio, and Direct Auto-Send.

Subscriptions renew automatically until canceled. If you cancel, your Pro benefits remain active until the end of your current billing period (grace period).

2. Acceptable Use & Anti-Spam Obligations

You agree to use Duezy solely for authentic, legitimate commercial invoices for services or goods actually rendered. You agree not to send unsolicited bulk communications, harass recipients, or violate the CAN-SPAM Act, GDPR, or applicable regional communication laws.

3. Disclaimer of Agency & Debt Collection

Duezy is solely an administrative software tool that facilitates communication between you and your clients. Duezy does not act as a debt collection agency, legal representative, or fiduciary, and does not guarantee that any debtor will pay an overdue invoice.

4. Intellectual Property & Content Ownership

You retain 100% full ownership and copyright over all invoices, draft contents, email messages, and client data created within your workspace. Duezy retains all rights to the software, interface, and AI prompt algorithms.

5. Account Deletion & Cancellation

You may terminate your account at any time via App Settings > Security > Delete Account. Deleting your account will immediately cancel any recurring subscription, disconnect OAuth tokens, and permanently erase all invoice and email records.

Client Invoices

Welcome to Duezy! Get set up in 60 seconds

Re: Follow-up on Invoice INV-1043

Select an Email or Draft a Follow-Up

AI Chat & Voice Studio is a Pro Feature

Client Invoices

Welcome to Duezy! Get set up in 60 seconds

Re: Follow-up on Invoice INV-1043

Select an Email or Draft a Follow-Up

AI Chat & Voice Studio is a Pro Feature

Duezy

Apex Digital Labs

Add New Invoice

Remittance & Mailbox Profile

Consultant Account Access

Day 13 Edge-Case Diagnostics Suite

Log Received Client Email

App Settings & Preferences

✉️ Choose a Client to Draft an Email To

Duezy Plans & Features

Upgrade to Duezy Pro

🎉 Welcome to Duezy Pro!

Duezy Pro Subscription

Choose Your 3 Active Invoices

Privacy Policy & Data Governance